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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,933 | $225,673-84.5% | $203,872-82.9% | $155,188-77.5% |
| Participation rate | 68.8% | 80.3%-11.6pp | 77.8%-9.1pp | 80.8%-12.1pp |
| Annual return | 18.70% | 95.91%-77.2pp | 85.11%-66.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $829 | $4,099-79.8% | $3,757-77.9% | $4,248-80.5% |
| Participant deferral / active EE | $3,290 | $6,893-52.3% | $6,388-48.5% | $6,531-49.6% |
| Admin fee / account holder | $366 | $12,327-97.0% | $11,730-96.9% | $14,480-97.5% |